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MRSH

Marsh

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,4421,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78%88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
776
Qsemble Capital Management
New York
$852K +$831K +4,045 New
GAG
777
GM Advisory Group
New York
$851K -$4.52K -22 -0.5%
AUB
778
Atlantic Union Bankshares
Virginia
$849K
QWP
779
Quotient Wealth Partners
Texas
$848K +$371K +1,804 +81%
NAMNJ
780
NorthStar Asset Management (New Jersey)
New Jersey
$842K +$81.1K +395 +11%
SAM
781
Smartleaf Asset Management
Massachusetts
$841K +$152K +741 +23%
PCS
782
Personal CFO Solutions
New Jersey
$840K -$270K -1,314 -25%
NBT
783
Northwest Bank & Trust
Iowa
$832K +$26.9K +131 +3%
SWA
784
SFMG Wealth Advisors
Texas
$831K -$78.1K -380 -9%
BSW
785
Buckingham Strategic Wealth
Missouri
$827K -$26.7K -130 -3%
WCA
786
Waypoint Capital Advisors
Minnesota
$826K +$1.85K +9 +0.2%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$824K -$9.65K -47 -1%
BEI
788
Benjamin Edwards Inc
Missouri
$822K +$48.5K +236 +6%
WPIC
789
White Pine Investment Company
Michigan
$822K +$801K +3,900 New
TW
790
TrinityPoint Wealth
Connecticut
$817K +$822 +4 +0.1%
JSW
791
Journey Strategic Wealth
New Jersey
$817K +$232K +1,130 +41%
PCIA
792
Prime Capital Investment Advisors
Kansas
$813K +$1.23K +6 +0.2%
FB
793
Fulton Bank
Pennsylvania
$809K -$70.3K -342 -8%
DWM
794
Dakota Wealth Management
Florida
$807K -$21K -102 -3%
TCBWMS
795
Texas Capital Bank Wealth Management Services
Texas
$802K -$37.6K -183 -5%
CGL
796
Clarius Group LLC
Washington
$800K -$18.5K -90 -2%
V
797
VeraBank
Texas
$795K -$3.08K -15 -0.4%
WBC
798
Westpac Banking Corp
Australia
$795K
QWM
799
Quadcap Wealth Management
Texas
$792K -$6.78K -33 -0.9%
ST
800
Sageworth Trust
Pennsylvania
$790K +$770K +3,750 New